Matthew Shawn Elkins

Employer firm

Gradient Advisors, LLC CRD 152665

$289M regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → Present
  Massmutual Financial Group
  Beaver, WV
• 06/2011 → 12/2017
  Independence Capital Company Inc
  Beaver, WV
• 10/2018 → Present
  Gradient Advisors, Llc
  Arden Hills, MN
• 08/2017 → Present
  Elkins Financial Services, Inc.
  Beaver, WV
• 03/2004 → Present
  Matthew S. Elkins
  Beaver, WV

Other Businesses

1) Elkins Financial Services, Inc. | Investment Related | 968 Ritter Dr/PO BOX 1933, Beaver, WV 25813 | Financial and Retirement Planning | President | Investment Advisor Representative | Start date 8/2017 | 100hr/mo | 100hrs/mo during trading | Advisory and Insurance Services 2) NAME:MATTHEW ELKINS, VARIOUS HEALTH, LIFE & FIXED ANNUITY BROKER CONTRACTS, INV REL:Y, ADDR:VARIES, NATURE:INSURANCE SALES, LIFE, HEALTH, FIXED ANNUITIES, POSITION:BROKER, START:3/15/2004, NO HR/MO:20 NO HR/MO DUR TRADING:15, DUTIES:PRIMARILY MAINTENANCE OF EXISTING HEALTH/GROUP HEALTH ACCTS, FIXED LIFE ANNUITY POLICIES. 3) Kiwanis Club of Beckley, Inc | Not Investment Related | PO Box 753 Beckley WV 25802| Civic Organization | Treasurer | 10/2016 | 5hrs/mo | 4hrs/mo during trading | Collect member dues, donations, pay invoices, file tax 501c3 tax return

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-12
• S63 Uniform Securities Agent State Law Examination
  2003-02-28

Other Names

• Matt Shawn Elkins